Planned Giving

Well-structured planned gifts have the potential to sustain Chatfield College’s ability to provide a personalized education rooted in Ursuline values. In addition, planned gifts often afford exceptional financial and tax benefits to our planned gift benefactors.

For 50 years, the generosity of so many has allowed Chatfield College to meet its mission of meeting students where they are and helping them achieve their goals. There remains, however, much work to be done to ensure that mission of Chatfield will continue to flourish for generations to come.

Those who make planned gifts to Chatfield become members of the Miriam Society.

Choose Your Legacy

There are many ways to can give generously to Chatfield while also providing for your loved ones. Contact us today to discuss how you can leave a legacy at Chatfield College.

Bequests: Include a gift to Chatfield in your will or trust.

Retained Life Estates: You can contribute your residence, vacation home, or farm now while retaining the right to use and occupy the property for life. At your passing, Chatfield will own the property in its entirety.

Life Insurance or Retirement Assets: You can name Chatfield as the beneficiary of a life insurance policy or your retirement account or IRA.

Letter of Intent for Future Estate Gift

For more information, contact Kelly Watson, Director of Development at (513) 875-3344 x117 or kelly.watson@chatfield.edu

Chatfield College is an educational institution and does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational, including information on our website. Chatfield College strongly encourages all our benefactors to seek counsel from their own legal and financial advisors. Any information or documents shared by Chatfield College cannot be used to avoid tax-related penalties.

Miriam-Society-Photo-with-John-Tafaro

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